Financial Adviser
· MELBOURNE, VIC
Jackie Anne Cook
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001199
Jackie Anne Cook is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Jackie is currently authorised under First Financial Pty Ltd. Jackie holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting) from University of Ballarat. Jackie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: No insurance advice
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2008
Bachelor of Commerce (Accounting)
University of Ballarat
2008
Bachelor of Management (Human Resource Management)
University of Ballarat
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2014
SMSF Specialist Advisor Accreditation
SMSF Association
2020
Ethics & Professionalism in Financial Advice
Kaplan Professional